Black Stone Minerals, L.P.
BSM- Exchange
- NYSE
- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0001621434
In the last 90 days, Black Stone Minerals, L.P. insiders filed 0 open-market purchases and 1 sale; 200 institutions reported holding it in 13F filings for Q2 2026, worth $628.2M in total; no superinvestor holds it.
13F holders, Q2 2024
Institutional positions in Black Stone Minerals, L.P. as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 187
- +5 vs. Q1 2024
- Shares held
- 31.5M
- +1.91M (+6.5%) vs. Q1 2024
- Total value
- $493.3M
- +$20.6M (+4.4%) vs. Q1 2024
- New holders
- 22
- 63 more added
- Sold out
- 17
- 40 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BSM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 200 | $628.2M |
| Q1 2026 | 193 | $658.1M |
| Q4 2025 | 193 | $525.6M |
| Q3 2025 | 194 | $449.2M |
| Q2 2025 | 184 | $448.5M |
| Q1 2025 | 177 | $514.3M |
| Q4 2024 | 181 | $486.5M |
| Q3 2024 | 178 | $466.7M |
| Q2 2024 | 187 | $493.3M |
| Q1 2024 | 184 | $472.7M |
| Q4 2023 | 196 | $486.8M |
| Q3 2023 | 180 | $508.6M |
| Q2 2023 | 172 | $470.8M |
| Q1 2023 | 170 | $478.1M |
| Q4 2022 | 172 | $614.5M |
| Q3 2022 | 150 | $544.8M |
| Q2 2022 | 140 | $463.0M |
| Q1 2022 | 126 | $444.4M |
| Q4 2021 | 137 | $348.2M |
| Q3 2021 | 123 | $396.8M |
| Q2 2021 | 107 | $394.4M |
| Q1 2021 | 103 | $317.5M |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Black Stone Minerals, L.P.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| F&V Capital Management, LLC | 20,200 | $317.0K | 0.09% | 00.0% | Unchanged |
| Bokf, NA | 20,000 | $313.4K | 0.01% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 20,000 | $313.0K | 0.02% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 19,966 | $312.9K | 0.01% | +736+3.8% | Added |
| Pekin Hardy Strauss, Inc. | 18,000 | $282.1K | 0.04% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 17,865 | $279.9K | 0.15% | −545−3.0% | Reduced |
| Axxcess Wealth Management, LLC | 17,865 | $279.9K | 0.01% | +17,865 | New |
| Bahl & Gaynor Inc | 17,500 | $274.2K | 0.00% | +4,000+29.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,000 | $266.4K | 0.01% | −1,150−6.3% | Reduced |
| Cetera Investment Advisers | 16,934 | $265.4K | 0.00% | +666+4.1% | Added |
| Diversified Trust Co | 16,787 | $263.1K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 15,957 | $250.0K | 0.00% | +3,956+33.0% | Added |
| The PNC Financial Services Group, Inc. | 15,695 | $245.9K | 0.00% | +150+1.0% | Added |
| Goldman Sachs Group Inc | 14,782 | $231.6K | 0.00% | +4,514+44.0% | Added |
| Ulland Investment Advisors, LLC | 14,700 | $230.0K | 0.16% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 14,540 | $227.8K | 0.03% | +14,540 | New |
| Edge Capital Group, LLC | 14,310 | $224.2K | 0.01% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 14,161 | $221.9K | 0.04% | +322+2.3% | Added |
| ORG Partners LLC | 13,900 | $219.6K | 0.03% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 13,985 | $219.1K | 0.05% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 13,934 | $218.4K | 0.11% | +315+2.3% | Added |
| Annandale Capital, LLC | 13,635 | $214.0K | 0.04% | 00.0% | Unchanged |
| Citadel Advisors LLC | 13,583 | $212.8K | 0.00% | −141,270−91.2% | Reduced |
| Holderness Investments Co | 13,150 | $206.1K | 0.05% | −300−2.2% | Reduced |
| Hilltop Holdings Inc. | 13,100 | $205.3K | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 12,975 | $205.0K | 0.00% | +12,975 | New |
| Guardian Wealth Management, Inc. | 12,778 | $200.2K | 0.15% | +210+1.7% | Added |
| BCS Wealth Management | 12,278 | $192.0K | 0.09% | +278+2.3% | Added |
| Regions Financial Corp | 12,200 | $191.2K | 0.00% | +12,200 | New |
| Baker Ellis Asset Management LLC | 12,000 | $188.0K | 0.03% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 11,538 | $180.8K | 0.09% | +811+7.6% | Added |
| Halpern Financial, Inc. | 11,500 | $180.2K | 0.05% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 11,440 | $179.3K | 0.01% | +132+1.2% | Added |
| Steward Partners Investment Advisory, LLC | 11,300 | $177.1K | 0.00% | +4,500+66.2% | Added |
| Hilltop National Bank | 11,100 | $173.9K | 0.06% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 11,000 | $172.4K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 10,610 | $166.3K | 0.00% | +10,610 | New |
| Eagle Harbor Asset Management Inc | 10,422 | $163.3K | 0.17% | −1,793−14.7% | Reduced |
| Arete Wealth Advisors, LLC | 10,400 | $163.0K | 0.01% | +10,400 | New |
| GWM Advisors LLC | 10,234 | $160.4K | 0.00% | +10,234 | New |
| Financial Advocates Investment Management | 10,140 | $158.9K | 0.01% | +10,140 | New |
| Magnolia Capital Advisors LLC | 10,100 | $158.3K | 0.09% | +10,100 | New |
| Texas Capital Bank Wealth Management Services Inc | 10,000 | $156.7K | 0.02% | −50,000−83.3% | Reduced |
| Ieq Capital, LLC | 10,000 | $156.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7,399 | $115.9K | 0.00% | −2,841−27.7% | Reduced |
| TCTC Holdings, LLC | 6,666 | $104.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6,515 | $102.1K | 0.00% | +149+2.3% | Added |
| Arlington Trust Co LLC | 6,250 | $97.9K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,980 | $93.7K | 0.00% | −100−1.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 5,600 | $88.0K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 5,463 | $85.6K | 0.00% | +103+1.9% | Added |
| Clear Street Markets LLC | 4,700 | $74.0K | 0.03% | +4,700 | New |
| Group One Trading, L.P. | 3,101 | $48.6K | 0.00% | +3,101 | New |
| Tower Research Capital LLC (TRC) | 3,083 | $48.3K | 0.00% | +2,890+1,497.4% | Added |
| Venturi Wealth Management, LLC | 2,800 | $43.9K | 0.00% | +200+7.7% | Added |
| CWM, LLC | 2,462 | $39.0K | 0.00% | −130−5.0% | Reduced |
| Lummis Asset Management, LP | 2,415 | $37.8K | 0.05% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,950 | $30.0K | 0.00% | +22+1.1% | Added |
| Newbridge Financial Services Group, Inc. | 1,736 | $27.2K | 0.01% | −300−14.7% | Reduced |
| Bogart Wealth, LLC | 1,723 | $27.0K | 0.00% | +100+6.2% | Added |
| Financial Management Professionals, Inc. | 1,282 | $20.0K | 0.00% | +1,282 | New |
| Caitlin John, LLC | 1,001 | $15.7K | 0.01% | +498+99.0% | Added |
| Grove Bank & Trust | 1,000 | $15.7K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,000 | $15.7K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,000 | $15.7K | 0.00% | +1,000 | New |
| Perkins Coie Trust Co | 1,000 | $15.7K | 0.00% | +1,000 | New |
| Redwood Wealth Management Group, LLC | 1,000 | $15.7K | 0.01% | +1,000 | New |
| CoreCap Advisors, LLC | 929 | $14.6K | 0.00% | +20+2.2% | Added |
| Mather Group, LLC. | 845 | $13.5K | 0.00% | +755+838.9% | Added |
| Aspire Private Capital, LLC | 808 | $12.7K | 0.00% | +26+3.3% | Added |
| Cypress Capital Management LLC (WY) | 600 | $9.40K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 500 | $7.83K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $7.83K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 500 | $7.83K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 400 | $6.27K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 344 | $5.39K | 0.00% | +7+2.1% | Added |
| Anchor Investment Management, LLC | 300 | $4.70K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 300 | $4.70K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 275 | $4.31K | 0.00% | +275 | New |
| Coppell Advisory Solutions LLC | 250 | $3.92K | 0.00% | +250 | New |
| Chilton Capital Management LLC | 209 | $3.28K | 0.00% | +209 | New |
| Farther Finance Advisors, LLC | 125 | $1.98K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 95 | $1.48K | 0.00% | +3+3.3% | Added |
| Spire Wealth Management | 80 | $1.26K | 0.00% | −224−73.7% | Reduced |
| FMR LLC | 3 | $47 | 0.00% | +2+200.0% | Added |
| Perritt Capital Management Inc | 0 | $5 | 0.00% | −138−100.0% | Reduced |
| ARGI Investment Services, LLC | 175 | – | – | +175 | New |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −124,827−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −100,922−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −44,117−100.0% | Sold out |
| Veracity Capital LLC | 0 | $0 | 0.00% | −36,670−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −30,984−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −29,636−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −11,525−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −6,387−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −5,104−100.0% | Sold out |
| HBC Financial Services, PLLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1,413−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −1,277−100.0% | Sold out |